Talk To A Broker is an award-winning brokerage located in the Sydney CBD, just a short walk from Town Hall and Museum Stations and large bus terminals. We are one of Australia’s fastest-growing brokerages in the commercial & consumer finance space, writing millions in loans each month.

Our brokerage specialises in financing new & used commercial vehicles, yellow goods, trucks/trailers, construction equipment, agricultural equipment, unsecured finance (personal loans & business loans), invoice/debtor finance, boats/leisure goods & consumer vehicles.

We are winners of the coveted Commercial Asset Finance Brokers Association “Emerging Broker Firm of the Year”, “Broker Firm of the Year”, and ranked 1st on the Adviser's Elite Broker Ranking (Asset Finance) in 2025.

As part of our growth, we are looking to add more exceptional talent to our outstanding team.

The Role:

We are seeking a highly motivated and detail-oriented individual to join our team as a Loan Processor/Loan Specialist. As a key team member in our finance operations, you will play a crucial role in ensuring the smooth and efficient processing of loans from submission through to settlement, as well as communicating with internal stakeholders.

Qualifications/Skills we are looking for:

Strong understanding of lending policy and processes, regulations, and compliance standards.

Proficient in relevant software and lender portals, and servicing tools used in loan submissions and processing.

Excellent attention to detail and organisational skills.

Effective communication skills, both written and verbal.

Have a good attitude and build relationship skills with internal team members and external stakeholders

Ability to work in a fast-paced environment and meet tight deadlines.

Proven experience in loan processing or a similar role within the finance industry

A financial services background in credit or settlements is favored in this position, but exceptional candidates with the right skill sets will be considered for the position as well.

Responsibilities:

Have sound knowledge of the lender's credit policy and settlement processes.

Review loan applications for completeness and accuracy.

Review Bank Statements and Equifax credit reports

Present suitable products and loan structures that will fit the client's or broker's needs.

Ability to enter full applications for approval through to settlement.

Collaborate with brokers, underwriters, and other team members to facilitate the loan approval process.

Communicate with clients and brokers to collect necessary documentation and information.

Ensure compliance with regulatory requirements and company policies.

Manage a high volume of loan applications while maintaining a high level of accuracy.

Provide excellent customer service to clients and internal stakeholders.

You will be expected to provide a suite of knowledge and solutions to the stakeholders you speak with, aiming to help them reach their funding goals.

You will be directly supported by multiple departments and team members to ensure smooth and steady training with ongoing mentorship to ensure confidence and growth.

Benefits of working with Talk To A Broker:

Regardless of previous experience or background, if you are a great communicator, organised, and professional, you will be successful in this role. Enjoying a family-type work environment, incredible pay, and career opportunities.

Clear career path in financial services

No financial services experience is required (however, and loan processing or asset finance background will be advantageous) as ground-up training will be provided

1 on 1 training with industry-leading colleagues with over 50 years of combined finance experience

Become an accredited introducer among over 40+ Australian financial institutions

You will develop fundamental finance knowledge in the broker and loan writing space with Cert IV (Finance Broking) and insurance training provided to guide you into a fully-fledged asset finance broker.

Develop confidence, communication, time management, and problem-solving skills

Constant training and support to ensure no one is overwhelmed or stressed with work.

Warm, friendly & fun work environment. Great team events and flexibility as needed.

Work Eligibility: Permitted to work permanently with no restriction on hours (e.g., citizen or permanent resident only)

If you have been blacklisted or banned/denied accreditation in previous employment with any financial institution, you will not be eligible for employment.

As this role involves handling sensitive financial information, all successful candidates will be required to undergo appropriate background checks (references, credit, and police checks) to be eligible for the role.

How to Apply: If you are passionate about finance, have a keen eye for detail, and thrive in a fast-paced environment, we would love to hear from you.

Please hit apply to submit your resume and a cover letter detailing your relevant experience, or note why you would like to be part of our team.